MWA
Muirfield Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
6,119
-177
| -3% | -$41.9K | 1.15% | 23 |
|
|
2025
Q1 | $1.4M | Buy |
6,296
+469
| +8% | +$104K | 1.19% | 21 |
|
|
2024
Q4 | $1.4M | Buy |
5,827
+293
| +5% | +$70.4K | 1.15% | 24 |
|
|
2024
Q3 | $1.31M | Buy |
5,534
+75
| +1% | +$17.8K | 1.12% | 20 |
|
|
2024
Q2 | $1.19M | Sell |
5,459
-8
| -0.1% | -$1.74K | 1.12% | 20 |
|
|
2024
Q1 | $1.25M | Sell |
5,467
-84
| -2% | -$19.2K | 1.2% | 19 |
|
|
2023
Q4 | $1.18M | Buy |
+5,551
| New | +$1.18M | 1.25% | 19 |
|